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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
926
Glen Eagle Advisors
New Jersey
$111K – – –
PWMG
927
Prestige Wealth Management Group
New Jersey
$108K -$17K -132 -15%
CAGAS
928
Capital Advisory Group Advisory Services
Minnesota
$106K +$5.65K +44 +6%
JWM
929
Janiczek Wealth Management
Colorado
$106K +$63.4K +494 +189%
LWCFA
930
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K +$94.9K +739 New
VNA
931
Valley National Advisers
Pennsylvania
$102K – – –
ATC
932
Adirondack Trust Company
New York
$100K – – –
CHC
933
City Holding Co
West Virginia
$100K – – –
CB
934
CNB Bank
Pennsylvania
$98K – – –
VCG
935
Vantage Consulting Group
Virginia
$98K +$89.9K +700 New
PWPS
936
Pinnacle Wealth Planning Services
Ohio
$94K +$85.5K +666 New
SA
937
SRH Advisors
Kansas
$93K – – –
HWA
938
HHM Wealth Advisors
Tennessee
$92K – – –
DWA
939
Dougherty Wealth Advisers
Minnesota
$88K – – –
AWA
940
Arkadios Wealth Advisors
Georgia
$86K +$65.4K +509 +463%
PFSC
941
Peoples Financial Services Corp
Pennsylvania
$85K -$36.6K -285 -32%
MCM
942
MV Capital Management
Maryland
$84K – – –
ZB
943
Zions Bancorporation
Utah
$83K +$16.2K +126 +27%
CCA
944
Childress Capital Advisors
Texas
$83K +$75.6K +589 New
MGIM
945
M&G Investment Management
United Kingdom
$82.2K +$3.89M +30,319 +5%
PFGIA
946
Patriot Financial Group Insurance Agency
Massachusetts
$82K +$40.8K +318 +120%
SIA
947
Sit Investment Associates
Minnesota
$81K – – –
SIC
948
Salem Investment Counselors
North Carolina
$81K +$3.85K +30 +5%
CT
949
Caldwell Trust
Florida
$76.2K – – –
EA
950
Elm Advisors
California
$75K +$68.8K +536 New
36 37
38
39 40